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Mutual Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Mutual Advisors’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,165
Closed -$375K – 1108
2024
Q1 		$375K Buy
7,165
+1,508
+27% +$73.4K 0.01% 788
2023
Q4 		$276K Buy
5,657
+9
+0.2% +$405 0.01% 844
2023
Q3 		$250K Sell
5,648
-190
-3% -$8.79K 0.01% 847
2023
Q2 		$272K Sell
5,838
-639
-10% -$28.6K 0.01% 841
2023
Q1 		$295K Sell
6,477
-569
-8% -$26.1K 0.01% 782
2022
Q4 		$308K Buy
+7,046
New +$303K 0.01% 735
2022
Q2 		– Sell
-9,821
Closed -$488K – 876
2022
Q1 		$488K Buy
9,821
+39
+0.4% +$1.86K 0.03% 579
2021
Q4 		$492K Buy
9,782
+282
+3% +$13.6K 0.03% 587
2021
Q3 		$421K Buy
9,500
+148
+2% +$6.87K 0.02% 601
2021
Q2 		$432K Buy
9,352
+895
+11% +$42.3K 0.03% 579
2021
Q1 		$374K Sell
8,457
-211
-2% -$8.88K 0.03% 571
2020
Q4 		$348K Buy
8,668
+2,054
+31% +$77.1K 0.03% 567
2020
Q3 		$227K Buy
+6,614
New +$223K 0.02% 605

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mutual Advisors's FMAT Position: Q2 2024 in Review

Mutual Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2024, closing a stake of 7,165 shares — an estimated $375K sold.

Mutual Advisors first reported a position in FMAT in Q3 2020 and held it in 13 quarters. The position peaked at $492K in Q4 2021. 106 funds tracked by Wall St. Rank hold FMAT as of Q2 2024.

  • Mutual Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2024 after selling out during the quarter.
  • Mutual Advisors sold 7,165 Fidelity MSCI Materials Index ETF shares in Q2 2024, an estimated $375K.
  • Mutual Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q3 2020 and held it in 13 quarters.
  • Mutual Advisors's Fidelity MSCI Materials Index ETF position peaked at $492K in Q4 2021.
  • 106 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.